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Add Categories and Items to a Checklist Configuration Template

After creating a Checklist Configuration Template, you can select a checklist category from which you want to add items to the template. The selected checklist category is used to sort your selected items in the template. You can add multiple checklist categories that each contain one or more items to your Checklist Configuration Template.

Steps

1. Access the Checklist Configurations section.

2. In the Checklist Configurations section, select the Checklist Configuration Template to which you want to add items.

3. In the Checklist Configuration Template section, select .

   The New Category window appears.

   

4. In the Category Name box, select the category that contains the items you want to add.

   The category items appear.

   

5. In the Available Items list, select one or more items that you want to include in the Checklist Configuration Template.

6. To add the items to the Selected Items list, select .

   Tip: To remove an item from the Selected Items list, select the item you want to remove, and then select . To reorder items, select and .

7. Select Done.

   The new category and selected items appear in the Checklist Configuration Template section.

   

   Note: You can only add items from one checklist category at a time. To add another checklist category with items, you must complete the selections for the current checklist category, and then select .

8. Select .

   One or more checklist categories are added to the Checklist Configuration Template.

Note: If you have already added a category to your Checklist Configuration Template, it will no longer appear in the drop-down list box of categories. Also, if you have already added an item to your Checklist Configuration Template, it will no longer appear in the list of items from the parent category. To add more items to an existing category, you can modify your categories and items.

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